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Greenwood Capital Associates’s Salesforce CRM Stock Holding History

Greenwood Capital Associates’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-42,048
Closed -$2.4M – 143
2014
Q1 		$2.4M Sell
42,048
-4,018
-9% -$240K 0.77% 59
2013
Q4 		$2.54M Sell
46,066
-3,796
-8% -$203K 0.79% 57
2013
Q3 		$2.59M Sell
49,862
-312
-0.6% -$14.2K 0.91% 44
2013
Q2 		$1.92M Buy
+50,174
New +$2.07M 0.83% 61

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Greenwood Capital Associates's CRM Position: Q2 2014 in Review

Greenwood Capital Associates sold out of Salesforce (CRM) in Q2 2014, closing a stake of 42,048 shares — an estimated $2.4M sold.

Greenwood Capital Associates first reported a position in CRM in Q2 2013 and held it in 4 quarters. The position peaked at $2.59M in Q3 2013. 544 funds tracked by Wall St. Rank hold CRM as of Q2 2014.

  • Greenwood Capital Associates reported no remaining Salesforce position as of Q2 2014 after selling out during the quarter.
  • Greenwood Capital Associates sold 42,048 Salesforce shares in Q2 2014, an estimated $2.4M.
  • Greenwood Capital Associates first reported a position in Salesforce in Q2 2013 and held it in 4 quarters.
  • Greenwood Capital Associates's Salesforce position peaked at $2.59M in Q3 2013.
  • 544 funds tracked by Wall St. Rank held Salesforce as of Q2 2014.

Based on Greenwood Capital Associates's 13F filing for Q2 2014, filed 13 Aug 2014.